Sample Report Requirements

Report Requirements from sqlchick.com.

Feel free to use, edit & change

for your specific requirements.
Contents
Report Requirements .............................................................................................................................................. 1
A. Change History ............................................................................................................................................ 1
B. Overview of Business Needs ....................................................................................................................... 1
C. Sample Report / Mockup / Prototype ......................................................................................................... 2
D. Data Sources................................................................................................................................................ 2
E. Report Filters ............................................................................................................................................... 2
F. Parameters .................................................................................................................................................. 3
G. Report Body................................................................................................................................................. 4
H. Grouping...................................................................................................................................................... 4
I. Sorting ......................................................................................................................................................... 4
J. Interactive Features .................................................................................................................................... 4
K. Formatting & Display................................................................................................................................... 5
L. Exceptions to Typical Report-Based Security .............................................................................................. 5
M. Exceptions, Notes or Special Situations ...................................................................................................... 6

A. Change History
Change Approval
Date By Description
Required

B. Overview of Business Needs

Purpose of Report
Features In Scope
Features Out of Scope
Due Date for Finished Report
Intended Audience
Anticipated Action(s) Taken
Based on this Report

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 Report Owner
Subject Matter Expert
Intended Delivery
Mechanism (if automated
delivery, specify timing &
who it is distributed to)
On-Demand / E-Mail / Other
Folder or Document Library
Where Report Should be
Stored

Historical Data Requirements

Includes Sensitive or
Personally Identifiable Data

Related or Cross-Referenced
to an Existing Report

C. Sample Report / Mockup / Prototype

Please include a screen shot or mockup of the desired report output.

D. Data Sources
Please identify the source of the data – for example, the Data Warehouse, CRM System, Accounting System,
etc. If queries are available, please include.
Data Source 1
Data Source 2

E. Report Filters
This section includes filters only which the user does not interact with or see (parameters are included in the
next section). Items appropriate for this section include situations like “Transaction Code B1 is always excluded
from these report results.”
Filter 1 Data Element to be
Filtered on

Condition(s)

Filter 2 Data Element to be

Filtered on

Condition(s)

Filter 3 Data Element to be

Filtered on

Condition(s)

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F. Parameters
Parameter Parameter Label
1 Displayed to User

Required Selection?
Required / Optional

Default Pre-Selected for

User

Multiple Values
Allowed?
Multi-Select /
Single-Select

Related to Another
Parameter? If Yes,
Specify Behavior.
Yes / No

Parameter Parameter Label

2 Displayed to User

Required Selection?
Required / Optional

Default Pre-Selected for

User

Multiple Values
Allowed?
Multi-Select /
Single-Select

Related to Another
Parameter? If Yes,
Specify Behavior.
Yes / No

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G. Report Body
If there are multiple sections of the report, please group the data elements into the appropriate sections. If you
know the data is to be derived in the report, please provide the calculation.
Column Data Element / Field Name Data Type / Comments, Description,
Name Formatting Rules / or Specific Requirements
Conditional Formatting

H. Grouping
Data Element / Field Name Subtotal for Group Value is Page Break
Group? Displayed? After?
Yes / No In Column / In Row Yes / No

Group By First

Group By Second

Group By Third

I. Sorting
Data Element / Field Name Scope of Sort
(Report, Within
Group)

Sort By First

Sort By Second

Sort By Third

J. Interactive Features
Sortable Column
Headings?
Yes / No

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 Drill Down
Hyperlinks to More
Detail (Same Report
with +/-)
Yes / No

Drill Through
Hyperlinks to More
Detail (Different
Report)
Yes / No

Conditional
Visibility Rules

K. Formatting & Display

Most formatting is dictated by the standardized Report Style Guide. This section is for noting exceptions and
specific needs.
Item Formatting

Logo

Report Title &

Subtitle

Page Header

Page Footer

Pagination

Other

L. Exceptions to Typical Report-Based Security

This section denotes any specific requirements around access to the report, or security of the data.

Page 5 of 6
M. Exceptions, Notes or Special Situations

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